EZ Start My California Conservatorship (Virtual Worksheet)

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EZ Conservatorship Virtual Worksheet

Welcome to our EZ Start Conservatorship worksheet. This secure online interface allows you to provide the information our office needs to prepare your California conservatorship paperwork.

This worksheet may be used to begin:

➜ Standard Conservatorship
➜ Emergency Standard Conservatorship
➜ Limited Conservatorship
➜ Emergency Limited Conservatorship

Not Sure Which Conservatorship You Need?

Before completing the worksheet, we recommend reviewing our California Conservatorship Guide. This page explains the different types of conservatorships, emergency filings, court procedures, timelines, and what families should expect during the process.

Review Our California Conservatorship Guide Here

The EZ Start worksheet walks you through clear and simple questions so we can prepare your paperwork accurately. You may complete it on your phone, tablet, laptop, or desktop computer.

There is no obligation to proceed. You only move forward with payment if you decide our service is right for you.

Need help along the way? Click the round phone icon, call 916-243-0311, or email matters@probateandmore.com . We are here to guide you.

Not ready to proceed yet?
Select “I am not ready to proceed, but would like a phone call” and submit the form. We will contact you promptly to answer your questions.

This interview will show you how quick and easy it is to provide the information for your proceeding. No payment is required until you are ready to hire us! It's safe, secure, and easy! TIP: If your browser is preventing the page from scrolling down, click on a field higher up on your screen and then press your TAB button. You can easily return to any completed section using the STEP circles at the top of the page.

Your Name*

Prefix First Middle Last

Your Email*

Your Phone Number*

Ready to get started?*

Yes, I want to continue to the worksheet

I am not ready to proceed, but would like a phone call

We see you aren't ready to tackle our quick and easy interview. That's OK.If you have questions before you start, give us a call at 805-628-5825.

You can also enter your email, then hit the Submit button at the bottom of your screen and someone will reach out to you to answer your questions.

The questions in this interview are related to filing for a Conservatorship in California. At the end of this interview, you will have the option to hire our services for document preparation, filing, and case management. Completing this interview is free, and you are only required to pay if you choose to hire our services.

The following details will appear on your legal documents.

TIP: If you're unsure of an answer to a REQUIRED field, you can enter placeholder text that will clearly indicate it's incorrect to our staff but still allow you to move forward [for example, a date of birth like 00/00/00 or an email like donot@know.com]. As long as there is text in the required field, you can continue with the interview.

Conservator Address*

The conservator is the person seeking the conservatorship in this case and will be the Petition. This address will be reflected on your paperwork.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Case Information

The next sections of this interview will allow us to get the required information for your specific paperwork. Please make sure you provide complete information.

Our Conservatorship Options*

Please select from the following services. You will have options to select option add-on services such as an emergency petition, case management, etc. later in this worksheet.

Standard Conservatorship of Person and/or Estate ($1400)

Limited Conservatorship for Developmentally disabled individual ($1200)

Conservatorship for Mentally Ill

ALERT! All mental health conservatorships must be initiated through the county regional center where the conservatee resides. For more information regarding mental health conservatorships, please contact your county Public Guardian office. click here

Optional add-on services

(1) Add ons*

Matters with co-petitioners to have more than one Conservator will require additional paperwork.

There is only one Petitioner as conservator (+.00)

There will be two Petitioners as conservators (+$200)

(2) Add ons*

Please choose one of the options below regarding getting an emergency conservatorship on an ex parte basis. The court usually takes 60 days to prepare for a permanent conservatorship hearing, but sometimes you can’t wait that long. With an emergency ex parte petition, you can ask the court to appoint a temporary conservator (also called an emergency conservator) in the meantime. After filing the emergency petition, the court hearing usually happens within five days. An emergency conservatorship in California lasts between 30 to 60 days. Keep in mind that you cannot request an emergency conservatorship (temporary conservatorship) without also applying for a full conservatorship.

I do not require expedited orders (Ex Parte Petition)(+.00)

I require expedited orders - Ex Parte Petition (+$450)

Co-Conservator / Co-Petitioner

Co-Conservator*

First Name Middle Last

Co-Conservator Email

Co-Conservator Phone

Co-Conservator Address

Same as Conservator 1

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Co-Conservator Date of Birth

Co-Conservator Place of Birth

Co-Conservator Social Security No.

Co-Conservator Driver's License No.

State DL Issued*

Co-conservator's Relationship to Conservatee*

How many years has Co-conservator known the proposed Conservatee?*

Does Conservatee owe money to Co-Conservator?*

Proposed Conservatee DOES owe co-conservator money

Proposed Conservatee does NOT owe co-conservator money

Please explain monies the conservatee owes to co-conservator*

Does Co-conservator owe money to conservatee?*

Co-conservator does NOT owe money to proposed conservatee

Co-conservator DOES owe money to proposed conservatee

Please explain monies owed by co-conservator to conservatee*

Co-conservator Creditor Agency*

Co-conservator is NOT an agent for a creditor of the proposed Conservatee

Co-conservator IS an agent for a creditor of the proposed Conservatee

Please explain creditor agency relationship of co-conservator*

Information About the Proposed Conservatee

The following information is being requested about the proposed conservatee. This is the person who the conservatorship is for. Please provide complete and accurate answers to all questions.

Full name of Conservatee*

First Middle Last

Marital Status*

Conservatee does not have a living spouse

Conservatee has a living spouse

Conservatee does not have a living spouse - deceased

If Conservatee does not have a living spouse, please provide the name and date of divorce or death or "never been married."*

If Conservatee has a living spouse, please provide their name and current address and telephone number.*

Conservatee's Date of Birth*

Conservatee's Place of Birth*

Conservatee's SS No.*

Conservatee's Phone No.*

Conservatee's Driver's License or ID No.*

In none, enter "NONE"

State of Issuance of Conservatee's DL or ID#*

If none, enter "NONE"

Preferred Language of Conservatee*

Or N/A if Conservatee is non-communicative.

Untitled*

Speaks

Reads

Writes

None - Conservatee does not communicate

Current Address or Location of Conservatee*

Street Address Address Line 2 City State ZIP Code

Conservatee's Addresses Over Past 5 Years

Please provide the following information regarding Conservatee's previous residences the prior 5 years

Address

Date Moved to Location

Date Moved from location

Spouse*

Please provide information regarding the conservatee's spouse

Full Name

Age

Complete Address

Telephone No.

Children*

Please identify all children of the conservatee. If a child is deceased, please type "DECEASED" indicate in address section. Click the + sign to add additional entries. If the conservatee did not have any children, enter NONE in the first field and N/A in the other fields.

Full Name of Child

Age

If Alive, Complete Address

If deceased, date of death

Telephone

Parents*

Please identify the names/addresses of both parents of the conservatee. If the conservatee's parents are deceased, please enter the name and type "DECEASED" indicate in the address section and remaining fields. Click the + sign to add additional entries.

Full Name of Parent

If Alive, Complete Address

If deceased, date of death

Age

Telephone

Grandchildren*

Please identify all grandchildren of the conservatee. If the conservatee had no grandchildren, type NONE in the first field. If any grandchildren are deceased, please enter their name and type "DECEASED" indicate in address section. Click the + sign to add additional entries. DO NOT LEAVE ANY FIELDS BLANK. If a field does not apply, type N/A

Full Name of Grandchild

If Alive, Complete Address

If deceased, date of death

Age

Telephone

Grandparents*

Please identify ALL FOUR grandparents of the conservatee. If any grandparent is deceased, please enter their name and type "DECEASED" in address section. Click the + sign to add additional entries.

Full Name of Grandparent

Alive or Deceased

If deceased, date of death

If Alive, Complete Address

Telephone

Brothers and Sisters*

Please identify all siblings of the conservatee. If NONE, enter NONE in the first field and N/A in the remaining fields. If any siblings are deceased, please enter their name and type "DECEASED" in address section. Click the + sign to add additional entries.

Full Name of Sibling

Age

Telephone No.

If Alive,Complete Address

If deceased, date of death

Notice of the conservatorship must be provided to the conservatee's living relatives, including parents, grandparents, siblings, children, and grandchildren.

(3) Add ons*

If you were unable to provide addresses for these relatives in the above section, if is possible to apply to the court and present good reason as to why the court should grant you an exception to providing these notices. Please check one of the following:

I have provided addresses for all relatives that require notice (+.00)

I have NOT provided addresses for all relatives that require notice and require additional documentation to request court waiver of the required notice for some of the above parties.(+$300)

V.A. Benefits

Receipt of V.A. Benefits*

Is the Conservatee receiving or entitled to receive benefits from the U.S. Department of Veterans Affairs?

Yes the conservatee is receiving or entitled to receive benefits from the U.S. Department of Veterans Affairs

No, the Conservatee is NOT receiving or entitled to receive benefits from the U.S. Department of Veterans Affairs

Monthly V.A. Benefits Receiving or Entitled to Receive*

Please explain how much the Conservatee is receiving or entitled to receive on a monthly basis.

Capacity of Conservatee

The following questions pertain to the physical and mental condition of the conservatee, health history and financial status.

Please describe, in detail, the physical and mental condition of the proposed Conservatee:*

(This information should be a detailed explanation of a minimum of 100-200 words)

Will the proposed Conservatee be able to attend the hearing?*

No

Yes

Please explain why the proposed Conservatee will not be able to attend the hearing.*

Is the proposed Conservatee available for personal service?*

Yes

No

Please explain why the proposed Conservatee is not available for personal service:*

Name of Conservatee's Physician*

Please insure this party is willing and able to complete the foms required by the court.

Complete Address of Physician*

Telephone Number of Physician*

Email address of Physician (optional)

Medi-Cal Benefits*

Please check one

The Conservatee is receiving Medi-Cal benefits

The Conservatee is NOT receiving Medi-Cal benefits

Please describe, in detail, all HEALTH SERVICES provided to the proposed Conservatee in the past year:*

(This information should be a detailed explanation of a minimum of 100-200 words)

Please describe, in detail, all SOCIAL SERVICES provided to the proposed Conservatee in the past year:*

(This information should be a detailed explanation of a minimum of 100-200 words)

Please describe, in detail, all ESTATE MANAGEMENT SERVICES provided to the proposed Conservatee in the past year:*

(This information should be a detailed explanation of a minimum of 100-200 words)

Has the proposed Conservatee nominated a Conservator?*

Yes

No

Name of Nominated Conservator*

Explanation of Facts Surrounding Nomination of Conservator

(This information should be a detailed explanation of a minimum of 100-200 words)

Financial Status of Conservatee

Please provide detailed answers regarding the assets, debts, standard of living and living expenses of the proposed Conservatee. Please number each asset listed and identify the account number and value with the corresponding number.

What is the estimated total value of the Conservatee's Personal Property?*

Total Value of Conservatee's Real Property*

Please refer to the Gross Market Values listed above for each real property and provide the total gross market value of all properties below.

Conservatee's ANNUAL gross income from REAL PROPERTY*

Enter annual figure or NONE if not applicable.

Conservatee's ANNUAL gross income from PERSONAL PROPERTY*

Enter annual figure or NONE if not applicable.

Conservatee's ANNUAL gross income from PENSIONS*

Enter annual figure or NONE if not applicable.

Conservatee's ANNUAL gross income from WAGES*

Enter annual figure or NONE if not applicable.

Conservatee's ANNUAL gross income from PUBLIC ASSISTANCE BENEFITS*

Enter annual figure or NONE if not applicable.

Conservatee's ANNUAL gross income from OTHER SOURCES*

Enter annual figure or NONE if not applicable.

Please identify all sources of income the Conservatee receives. Be specific as to whether the amount received is month, yearly, etc*

Please identify the living expenses of the Conservatee including rent, or mortgage payments, medical expenses, clothing, food, etc.*

Alternatives to Conservatorship

Please specify in detail the facts supporting your allegation that the proposed Conservatee is unable to provide properly for his or her physical well being, health, food, clothing and shelter.*

(This information should be a detailed explanation of a minimum of 100-200 words)

Please specify in detail the facts supporting your allegation that the proposed Conservatee is unable to manage his or her financial affairs and financial resources, or is unable to resist fraud or undue influence.*

(This information should be a detailed explanation of a minimum of 100-200 words)

Please check which of the following alternatives to conservatorship you have considered:*

Voluntary acceptance of information or formal assistance

Special or Limited Power of Attorney

Powers under a Trust

Other Alternatives Considered

Please explain why voluntary acceptance of assistance is unsuitable or unavailable for the proposed Conservatee.*

Please explain a Special or Limited Power of Attorney is unsuitable or unavailable for the proposed Conservatee.*

Please explain why Powers under a Trust are unsuitable or unavailable for the proposed Conservatee.*

What were the other alternatives that you considered?*

Please explain why these other alternatives were unsuitable or unavailable for the proposed Conservatee.*

REQUIRED FILES AND DOCUMENTS

Based on your answers above, the following upload links are provided for you to upload (in pdf format) copies of documents we will need. Please note that you will NOT be able to submit this interview until you provide the requested uploads. If you do not have the required documents in pdf format, we would suggest you go to your local UPS store and request them to make a pdf of each necessary item, storing it on portable storage that allows you to access the saved files and attach to this interview before it is submitted.

File Upload

If there are any other documents you wish to provide to our office, you can upload them here. Documents with multiple pages should be uploaded in one pdf file. This system will not accept gif, png or jpg files.

Drop files here or

Accepted file types: pdf, Max. file size: 256 MB.

Additional details or comments

Please provide us with any additional details or comments you feel we need to know about your case.

Great Job! You're Almost Done. Here are Our Service Options.

Now that you have completed your interview we are ready to prepare your documents! You just need to decide what type of services fit your budget.

A People's Choice offers 2 low-cost options for your document services. Additional information regarding your selection will be displayed once you you choose one of the options.

(4) Full Service or Docs Only*

Click on the selection below to learn about our Full Service and Documents Only options.

This option is for those who need help with the paperwork but find our more comprehensive services outside their budget. You will receive the standard, ready-to-file documents for your specific case. This option does not include additional services or guidance beyond written instructions. Customers who choose this option will be responsible for filing the documents themselves and managing all other aspects of the legal process.

The documents included in our fees will be clearly outlined in your contract and the selection of forms from the public service booklet. The client will receive general instructions regarding their legal process. NOTE: Any documents not specifically mentioned are not included in the flat fee and may require additional payment. Third-party costs are not included.

WHAT IS CASE MANAGEMENT? Case management is a more comprehensive service that goes beyond just providing documents. With this option, we will review and submit your documents for filing (including general and ex parte if requested), help facilitate setting hearings, check probate notes, send out notices of hearing, file orders and letters, and guide you through the process of the capacity declaration. We will also assist with arranging personal service of notice of hearing and notice to the conservatee. In addition, we provide ongoing support after the hearing, helping you with the processing of post-hearing documents that need to be served and filed once the conservator is appointed. Please note that photocopy fees and postage are extra. Our case management service gives you full guidance throughout the process, unlike the document-only option, which leaves you to handle everything on your own. Keep in mind that the case management fee does not cover court filing fees, court investigation fees, or other miscellaneous costs (such as postage or scanning). You will be responsible for paying court and investigation fees directly to the court (unless waived). Our office will invoice you a $125 retainer to cover miscellaneous costs, which cannot be waived. Any unused portion of this retainer will be refunded to your credit card once the case is completed.

Preparation Time*

How quickly do you need your documents prepared? Please confirm with your selection below. Rush fees only pertain to the specific documents being prepared with this worksheet submission and do not apply to the entire case.

Standard Processing (10 business days)

3-4 Business Day RUSH (+$500)

7 Business Day Semi-Rush (+$300)

Have a Discount Code?

Please enter the discount code provided to you on your screen when you submitted your inquiry.

Early Bird Discount

Price:

Total Fees

Total

Based on your selection of services, this is what our services will cost.

How your fees are calculated: {pricing_fields}

Coupon Code

Don't have a Coupon Code? Call us at 916-243-0311 to see what special we currently may be offering!

Final Review

You are almost done. Please review your entries below. If there are any changes or revisions required, you can use the PREVIOUS button to return to the appropriate section to revise your answers.

{all_fields}

Let's Wrap this Up!

Congratulations! You’ve made it through the toughest part and successfully completed your interview! If you're ready to move forward and let us prepare your documents, just click the NEXT button. Or, if you need more time, simply click "Save and Finish Later" and come back to your saved information anytime within the next 30 days. It’s that easy!

Understanding the Mandatory Notices and Contract

Starting January 1, 2000, California passed a law that allowed non-attorneys to help people prepare common legal documents for the first time in history. Attorneys were not happy about this law and worked hard to make it as "restrictive" as possible, hoping it would fail and prevent consumers from accessing affordable legal services. Thanks to the efforts of CALDA, the California Association of Legal Document Assistants, the law remained in place, allowing legal document assistants in California to provide professional and affordable legal document preparation services.

The notices and contract we use are required by California law. All legal document assistants must provide these notices and use the mandatory contract set by the California Department of Consumer Affairs. While these notices and contracts may seem "restrictive" at first, Probate & More has been able to provide high-quality, professional legal document preparation services by creatively using legal software and materials approved by attorneys, all while staying within the law.

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NOTICE TO CONSUMER

DO NOT SIGN ANYTHING BEFORE YOU READ THIS PAGE

Probate & More is not an attorney.
Probate & More is not a law firm.
Probate & More cannot represent you in court.
Probate & More cannot advise you about your legal rights or the law.
Probate & More cannot select legal forms for you.
Probate & More is registered in Sacramento County, and our Registration Number is {LDA#:690} as displayed on our website and can be confirmed through the Sacramento County Clerk's Office.
Probate & More’s registration is up-to-date and is consecutively renewed every 2 years.
To confirm that Probate & More is registered, you may contact the Sacramento County Clerk's office at (916) 874-1645.

CONTRACT REVIEW

Scroll text below or click FULL SCREEN option for easier review.

Show Contract on Full Screen

(This form contract was prepared by the Department of Consumer Affairs and is required to be executed by all parties and before any legal paperwork can be prepared by a California registered legal document assistant, pursuant to Business and Professions Code Section 6410 which became in effect January 1, 2000)

LEGAL DOCUMENT ASSISTANT
CONTRACT FOR SELF-HELP SERVICES

This is a contract between PROBATE & MORE and you, {Your Name (First):79.3} {Your Name (Last):79.6} for the self-help services described in Part I below. I am the “legal document assistant,” and you are the “client.”

IMPORTANT NOTICES

1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below).

2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.

3. The county clerk has not evaluated or approved my knowledge or experience, nor the quality of my work.

4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances.

5. It is a violation of California law if I make any false or misleading statement to you.

6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.

7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf.

I - SELF-HELP SERVICES

Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual information that was written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.

I cannot provide for you any other services. The above-mentioned services are the only kinds of services that I may perform for you. If you need additional services, then you require the services of an attorney.

Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.

I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.

I will provide you all the following services:

Description of Document Preparation Services:

Typing documents and forms, at client’s specific direction, consistent with self-help brochure or other informational materials that have been written or approved by an attorney; and perform other associated administrative tasks as follows:

{Our Conservatorship Options:699:value} {(1) Add ons:222:value} {(2) Add ons:453:value} {(3) Add ons:456:value} {(4) Full Service or Docs Only:457:value} {Preparation Time:693:value}

Fee packages include reasonable allowances for routine communication by email. Cases are worked on in the order of generated activity. Timely client cooperation during all aspects of the case is required. Unreasonable delays as the result of client's inaction or multiple failures by client to respond to communications will result in the file being closed and fees forfeited.

NOTICE: Court forms are updated periodically (1 or 2 times per year) by the Judicial Council of California. A form updated after form preparation may result in a small reprocessing fee. Proceedings extending beyond the normal processing time due to inactivity or delays by client may also require additional service fees.

You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.

II - FEES AND EXPENSES

You agree to pay me the following fees, costs and expenses:

FEES: (payable on execution of contract by cash, check or credit card)
a Flat Fee in the total amount of {Total:148}* for document preparation services to be paid as follows: Due on Contract execution.

Fees: Fees are for document preparation only and include reasonable communication by email and facilitating court filing of paperwork. Add-on services such as incoming phone calls, special appointments, reprocessing of documents, expedited services and costs (see below) are not part of our flat fees. Any additional fees incurred will be required to be paid as incurred or prior to the conclusion of the case. Fees are non-refundable unless subject to the cancellation provisions of this contract.

Costs: Estimated costs are difficult to predict and are NOT included in our document preparation fees. Costs may include recording fees, court filing fees, notary fees, postage, efiling service fees, probate referee fees, postage, scanning services, photocopying and other non-preparation costs that may be associated with your legal proceeding.

*If contract is cancelled during cancellation period, (see III below) services for which we are entitled to compensation shall be calculated as follows: Pre-cancellation appointment and telephone time and/or other work performed prior to receipt of cancellation charged at the hourly per staff rate of $100/hour (legal assistant) in addition to a fee of $100.00 for opening file. If documents are substantially completed during the 24-hour period following execution, no refund will be due.

NOTICE TO CLIENT: All or the majority of the above-referenced documents may be substantially prepared at your appointment or within the first 24 hours after the receipt of your signed contract (see cancellation/refund clause.) Please make inquiry as to the expected time for completion based on our current case load.

III - CANCELLATION

You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24-hour period unless you knew that I would perform those services and you agreed in this contract that I would perform them.

To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.

You may also cancel this contract at any time if I:

• Fail to give you a copy of this contract before providing any services to you, or
• Fail to specify in the contract the services which I will perform and the costs of those
services, or
• Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.

If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.

You may also cancel this contract at any time if you have legal cause.

IV - ATTORNEY’S FEES AND COSTS

In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney’s fees and costs.The venue for any disputes about this contract is the county where you live in California.

V - DESCRIPTION OF THE PARTIES

Full Name of Legal Document Preparer:	PROBATE & MORE INC
Business Name:	PROBATE & MORE
Street address of Business: (corporate)	2108 N ST #12055
City, State, Zip	Sacramento, CA, 95816
Telephone Number:	805-628-5825
Fax Number (if any):	805-628-5825
Registration # in County where services will be provided:	LDA #{LDA#:690}. (Sacramento)
Date of Expiration:	{LDA Expiration:685}
County:	Sacramento

Name of Client:	{Your Name (First):79.3} {Your Name (Last):79.6}
Street address:	{Conservator Address (Street Address):85.1} {Conservator Address (Address Line 2):85.2}
City, State, Zip:	{Conservator Address (City):85.3}, {Conservator Address (State / Province):85.4} {Conservator Address (ZIP / Postal Code):85.5}
Your Telephone Number:	{Your Phone Number:196}
Your IP Address:	18.97.14.89
Your Email:	{Your Email:80}

Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Conservatorship of {Full Name of Conservatee (First):505.3} {Full Name of Conservatee (Last):505.6}

VI - SIGNATURES

Executed at Sacramento County, California. Date: 10/16/2026

Probate & More Inc and {Your Name (First):79.3} {Your Name (Last):79.6}

(Signature will be captured electronically below)

Notices to Client

You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury.

THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.

NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code. Date Executed: 10/16/2026

California Mandatory Contract Terms of Service*

You must scroll through the entire Contract to accept. A fully signed copy of this Contract will be emailed to you.

(This form contract was prepared by the Department of Consumer Affairs and is required to be executed by all parties and before any legal paperwork can be prepared by a California registered legal document assistant, pursuant to Business and Professions Code Section 6410 which became in effect January 1, 2000)

LEGAL DOCUMENT ASSISTANT
CONTRACT FOR SELF-HELP SERVICES

This is a contract between PROBATE & MORE and you, for the self-help services described in Part I below. I am the “legal document assistant,” and you are the “client.”

IMPORTANT NOTICES

1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below).

2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.

3. The county clerk has not evaluated or approved my knowledge or experience, nor the quality of my work.

4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances.

5. It is a violation of California law if I make any false or misleading statement to you.

6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.

7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf.

I - SELF-HELP SERVICES

Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual information that was written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.

I cannot provide for you any other services. The above-mentioned services are the only kinds of services that I may perform for you. If you need additional services, then you require the services of an attorney.

Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.

I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.

I will provide you all the following services:

Description of Document Preparation Services:

Typing documents and forms, at client’s specific direction, consistent with self-help brochure or other informational materials that have been written or approved by an attorney; and perform other associated administrative tasks as follows:

Fee packages include reasonable allowances for routine communication by email. Cases are worked on in the order of generated activity. Timely client cooperation during all aspects of the case is required. Unreasonable delays as the result of client's inaction or multiple failures by client to respond to communications will result in the file being closed and fees forfeited.

NOTICE: Court forms are updated periodically (1 or 2 times per year) by the Judicial Council of California. A form updated after form preparation may result in a small reprocessing fee. Proceedings extending beyond the normal processing time due to inactivity or delays by client may also require additional service fees.

You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.

II - FEES AND EXPENSES

You agree to pay me the following fees, costs and expenses:

FEES: (payable on execution of contract by cash, check or credit card)
a Flat Fee in the total amount of $0.00* for document preparation services to be paid as follows: Due on Contract execution.

Fees: Fees are for document preparation only and include reasonable communication by email and facilitating court filing of paperwork. Add-on services such as incoming phone calls, special appointments, reprocessing of documents, expedited services and costs (see below) are not part of our flat fees. Any additional fees incurred will be required to be paid as incurred or prior to the conclusion of the case. Fees are non-refundable unless subject to the cancellation provisions of this contract.

Costs: Estimated costs are difficult to predict and are NOT included in our document preparation fees. Costs may include recording fees, court filing fees, notary fees, postage, efiling service fees, probate referee fees, postage, scanning services, photocopying and other non-preparation costs that may be associated with your legal proceeding.

*If contract is cancelled during cancellation period, (see III below) services for which we are entitled to compensation shall be calculated as follows: Pre-cancellation appointment and telephone time and/or other work performed prior to receipt of cancellation charged at the hourly per staff rate of $100/hour (legal assistant) in addition to a fee of $100.00 for opening file. If documents are substantially completed during the 24-hour period following execution, no refund will be due.

NOTICE TO CLIENT: All or the majority of the above-referenced documents may be substantially prepared at your appointment or within the first 24 hours after the receipt of your signed contract (see cancellation/refund clause.) Please make inquiry as to the expected time for completion based on our current case load.

III - CANCELLATION

You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24-hour period unless you knew that I would perform those services and you agreed in this contract that I would perform them.

To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.

You may also cancel this contract at any time if I:

• Fail to give you a copy of this contract before providing any services to you, or
• Fail to specify in the contract the services which I will perform and the costs of those
services, or
• Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.

If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.

You may also cancel this contract at any time if you have legal cause.

IV - ATTORNEY’S FEES AND COSTS

In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney’s fees and costs.The venue for any disputes about this contract is the county where you live in California.

V - DESCRIPTION OF THE PARTIES

Full Name of Legal Document Preparer:	PROBATE & MORE INC
Business Name:	PROBATE & MORE
Street address of Business: (corporate)	2108 N ST #12055
City, State, Zip	Sacramento, CA, 95816
Telephone Number:	805-628-5825
Fax Number (if any):	805-628-5825
Registration # in County where services will be provided:	LDA #{LDA#:684}. (Sacramento)
Date of Expiration:
County:	Sacramento

Name of Client:
Street address:
City, State, Zip:	,
Your Telephone Number:
Your IP Address:	18.97.14.89
Your Email:

Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Conservatorship of

VI - SIGNATURES

Executed at Sacramento County, California. Date: 10/16/2026

Probate & More Inc and

(Signature will be captured electronically below)

Notices to Client

You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury.

THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.

NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code.

Date Executed: 10/16/2026

I have fully read the required Contract and agree to the Terms of Service

Please sign using your computer mouse below*

Thank you for your interest in our services. Please submit your details and one of our experienced staff will reach out to you by phone. For faster service, please feel free to call us right now at 805-628-5825. We look forward to speaking with you!!

Click to go back to "START OF INTERVIEW"

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Credit Card*

MasterCard

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Card Number

Expiration Date

Security Code Cardholder Name

Cardholder's Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email for Receipt

Please enter the email where you would like the receipt confirmation sent.

Signature for Credit Card Authorization*

ADMIN FIELDS

astemplate

LDA#

LDA Expiration

Conservatorship Estate of:{Full name of Conservatee (Last):505.6}, {Full name of Conservatee (First):505.3}

Untitled

EZ Conservatorship Virtual Worksheet

We see you aren't ready to tackle our quick and easy interview. That's OK.If you have questions before you start, give us a call at 805-628-5825.

You can also enter your email, then hit the Submit button at the bottom of your screen and someone will reach out to you to answer your questions.

Case Information

ALERT! All mental health conservatorships must be initiated through the county regional center where the conservatee resides. For more information regarding mental health conservatorships, please contact your county Public Guardian office. click here

Optional add-on services

General Information About Conservator

Existing Case Information

Conservator (1)

Personal Information of Petitioner / Conservator (1) For Confidential Conservator Screening Form

Co-Conservator / Co-Petitioner

Personal Information of Co-Conservator For Confidential Conservator Screening Form

Information About the Proposed Conservatee

REQUESTED POWERS OVER CONSERVATEE

Other Information About Conservatee

Tribal Details

Regional Center

Notice of the conservatorship must be provided to the conservatee's living relatives, including parents, grandparents, siblings, children, and grandchildren.

V.A. Benefits

Capacity of Conservatee

Conservatee's Appropriate Level of Care

Financial Status of Conservatee

Alternatives to Conservatorship

REQUIRED FILES AND DOCUMENTS

Great Job! You're Almost Done. Here are Our Service Options.

Total Fees

Final Review

Let's Wrap this Up!

Understanding the Mandatory Notices and Contract

NOTICE TO CONSUMER

DO NOT SIGN ANYTHING BEFORE YOU READ THIS PAGE

Thank you for your interest in our services. Please submit your details and one of our experienced staff will reach out to you by phone. For faster service, please feel free to call us right now at 805-628-5825. We look forward to speaking with you!!

We're Ready to Get Started - Final Step!

ADMIN FIELDS